Our client is a stable and well-established private bank in Hong Kong. They are currently looking for an Investment Dealing & Servicing Analyst (No shift required) to expand their Operations capacity in Hong Kong. Excellent in oral and written communication skills in English is required.
Responsibilities
- Working along with Private Banking Relationship Manager & Investment Product Specialist to perform investor suitability assessment and process investment trade orders in accordance with with the regulatory requirements
- Manage & update the execution desks record to maintain an accurate record of clients investment orders including fixed income, credit securities & equities
- Maintain trade book, product inventory and database accuracy
- Keep abreast with the global financial market and work together with Investment Councilor/ Relationship Manager to update client on relevant market updates
- Forward investment dealing documents to operation department for processing before cut-off time and follow up on any trade discrepancies
- Collaborate with treasury functions on clients securities funding instructions
- Support efficiency enhancement projects such as process automation
- Coordinate with the team to provide MIS reports to management as required
- Work as a team to ensure all trading activities are performed in accordance with the banks policies, approved limited and regulatory requirements
Requirements
- Degree or above in finance or business-related discipline
- Possess HKSI paper 1,7,8 certification (HKSI 7,8 can be wavied by relevant university degree) is a MUST
- 1-3 years of Banking or Financial Services Investment Services/ Trade Processing/ Dealings/ Operation experience
- Prior knowledge/ experience in investment dealing & execution on equities, fixed income products & credit securities product would be highly preferable
- Excellent in oral and written communication skills in English
- Good customer services experience
- Candidate from Banking Background would be highly preferable
To apply online please click the 'Apply' button or send your profile to alex.cheung@ignite-recruitment.com . For a confidential discussion about this role & other banking openings please contact Alex Cheung at +852 2121 1418